Your wealth is multi-dimensional, and so is our approach.

Managing the full impact of significant wealth typically involves more than traditional financial services. With Abbot Downing, you can expect big-picture thinking and custom strategies. We have access to some of the highest quality resources and people in the financial industry who bring deep knowledge and access to a broad range of capabilities to address your needs.

We work closely with you to understand and anticipate your needs by asking questions and listening. Then we present appropriate solutions. Objectivity, flexibility, and discretion are the cornerstones of every relationship.

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Asset Management

Preserving and Growing Your Wealth

Managing substantial wealth is an enormous responsibility. It requires specialized knowledge and custom solutions. As your Chief Investment Officer, we listen and work to understand your comprehensive financial situation and recommend innovative solutions precisely targeted to help you achieve your objectives. From assessing your risks to researching specific investments and much more, we follow a rigorous asset management process to build and maintain a custom portfolio to help you in meeting your goals. Throughout our process, we continuously report and communicate to help ensure we are best meeting your needs.

Planning, Family Dynamics and Education

Creating a Shared Family Vision

Our Planning, Family Dynamics and Education professionals are experienced in helping ultra-high-net-worth families foster effective communication and develop strategies designed to preserve wealth across generations. We work with you to clarify the underlying dynamics of your situation and create plans that reflect your values and priorities, and engage, encourage, and educate future generations who will carry on your family’s legacy.

Trust, Fiduciary, and Administrative Services

Helping You Simplify Wealth Management

A custom-crafted and well-executed wealth management plan can help you simplify administration, strengthen family harmony, reduce transfer taxes, ease wealth transfer, and maintain family vision. With years of experience and our focus on listening to clients, Abbot Downing will help you and your family develop an appropriate long-term plan to meet your goals.

Foundations and Endowments

Allowing You to Stay Focused on Your Mission

Trustees are increasingly challenged by the complexity of asset management, fiduciary responsibilities, and their organization’s operational needs. Abbot Downing offers an Outsourced Chief Investment Officer (OCIO) solution that helps to free board members and staff to focus on their mission by combining an institutional investment platform with specialized services.